Ideas & Feature Requests

  1. Multiple Contact Persons for Contracts

    Sometimes a contract will have multiple points of contact. For example, it may have a Technical POC, a Contract Notice POC and a Project Manager POC. I would like the ability to add multiple contact persons for a contract and identify their purpose.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    planned  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. User-defined fields

    Add a few user-defined fields so we can add Purchase Order number, board approval date, etc.

    2 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Integration with Hubspot

    Integration with Hubspot to connect documents from won deals in Hubspot to Contractzen

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Pick up a new contract from CRM

    We often wind up with a contract that has been negotiated in a series of emails, all of them categorized under a single ”deal” in crm. It would be cool t nbe able to either fully automate the ”won deal to contractzen” or have a ”pick up a new deal from crm.”

    We use Pipedrive and are moving to Hubspot - both have excellent api’s.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Slack integration for workflow

    I'd like to see Slack integration for workflow. We'd have a Slack board for new contracts and:
    1) When a new contract is entered into ContractZen, a new Slack message in the Slack board and a link to this contract and a small contract summary is put into Slack
    2) When a contract moves from draft to signed, this also results in a change in Slack

    11 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

Ideas & Feature Requests

Categories

Feedback and Knowledge Base